Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Small-Cap World Fund R6 # in their Schedule of Assets, totaling $8.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $4.5M |
| 2 | ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN | CHATTANOOGA TN | 165 | $122.2M | $2.0M |
| 3 | CENTRAL ONE FEDERAL CREDIT UNION |
SHREWSBURY MA |
| 133 |
| $20.8M |
| $675K |
| 4 | WYNALDA LITHO, INC. DBA WYNALDA PACKAGING WYNALDA LITHO, INC. RETIREMENT SAVINGS PLAN | BELMONT MI | 148 | $19.5M | $580K |
| 5 | THE MCALEAR GROUP, INC. DBA SERVICE SPRING CORP. THE MCALEAR GROUP, INC. RETIREMENT PLAN | MAUMEE OH | 476 | $14.1M | $417K |
| 6 | AMERICAN OSTEOPATHIC ASSOCIATION THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 149 | $34.5M | $352K |
| 7 | COMPUTER AND ENGINEERING SERVICES, INC. TECHNICAL SERVICES RETIREMENT PLAN | KALAMAZOO MI | 2,593 | $29.2M | $212K |
| 8 | LBMC, PC LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN | BRENTWOOD TN | 593 | $85.7M | $104K |
| 9 | BAKER MOTOR COMPANY OF CHARLESTON, INC. BAKER MOTOR COMPANY OF CHARLESTON, INC. 401(K) PROFIT SHARING PLAN | CHARLESTON SC | 311 | $10.7M | $68K |
| 10 | BROADCASTMED, INC. BROADCASTMED 401(K) PLAN | FARMINGTON CT | 239 | $15.9M | $25K |
